TFA

Teamwork Financial Advisors Portfolio holdings

AUM $918M
1-Year Est. Return 32.43%
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$5.62M
3
+$4.53M
4
AMZN icon
Amazon
AMZN
+$4.45M
5
TSLA icon
Tesla
TSLA
+$4.13M

Top Sells

1
+$3.61M
2
+$3.54M
3
+$3.52M
4
WRB icon
W.R. Berkley
WRB
+$2.9M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

1 Technology 33.11%
2 Energy 17.01%
3 Financials 6.86%
4 Consumer Discretionary 5.61%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 0.76%
24,377
-24,480
27
$3.43M 0.74%
54,200
+13,685
28
$3.29M 0.71%
+34,053
29
$3.28M 0.71%
+17,517
30
$3.28M 0.71%
6,978
+1,482
31
$2.93M 0.63%
24,168
+4,468
32
$2.8M 0.6%
66,608
-6,258
33
$2.64M 0.57%
217,560
-228,600
34
$2.6M 0.56%
31,215
+2,376
35
$2.58M 0.56%
55,579
+10,610
36
$2.54M 0.55%
26,596
-4,848
37
$2.52M 0.54%
9,431
+4,878
38
$2.46M 0.53%
30,566
-2,840
39
$2.34M 0.5%
24,329
+5,009
40
$1.93M 0.42%
55,863
+14,345
41
$1.85M 0.4%
29,047
+11,430
42
$1.76M 0.38%
13,121
-1,218
43
$1.76M 0.38%
14,105
-300
44
$1.74M 0.38%
3,168
+2,214
45
$1.72M 0.37%
4,459
-1,993
46
$1.69M 0.36%
13,381
-4,719
47
$1.6M 0.34%
26,622
-180
48
$1.54M 0.33%
1,861
+883
49
$1.53M 0.33%
14,726
+1,396
50
$1.48M 0.32%
66,909
+25,458
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